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NewEdge Wealth’s White Mountains Insurance WTM Stock Holding History

NewEdge Wealth’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Sell
105
-17
-14% -$36.4K ﹤0.01% 1042
2025
Q4 		$254K Buy
122
+5
+4% +$9.78K ﹤0.01% 1084
2025
Q3 		$222K Buy
+117
New +$209K ﹤0.01% 959

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

NewEdge Wealth's WTM Position: Q1 2026 in Review

NewEdge Wealth reduced its White Mountains Insurance (WTM) stake by 14% in Q1 2026, selling an estimated $36.4K and leaving 105 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

NewEdge Wealth first reported a position in WTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • NewEdge Wealth held 105 shares of White Mountains Insurance worth $231K as of Q1 2026.
  • NewEdge Wealth sold 17 White Mountains Insurance shares in Q1 2026, an estimated $36.4K.
  • White Mountains Insurance made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1042 holding.
  • NewEdge Wealth first reported a position in White Mountains Insurance in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's White Mountains Insurance position peaked at $254K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.